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ARTICLES

Ten Year-End Tax Tips for 2018
Published on December 10, 2018
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
Charitable Goals? Take Advantage of One of the Most Flexible Tax Planning Tools
Published on November 27, 2018
Giving to charity can provide not only large tax deductions, but also the satisfaction of doing good. On top of that, it’s one of the most flexible tax planning tools because you can control the timing to best meet your needs. Well-planned gifts also can save estate tax while allowing you to take care of your heirs in the manner you choose. But you must keep in mind various limits that could reduce the tax benefits of your donations.
Plans for Business Owners and the Self-Employed
Published on November 21, 2018
If most of your money is tied up in your business, retirement can be a challenge. So if you haven’t already set up a tax-advantaged retirement plan, consider setting one up this year. If you might be subject to the NIIT*, this may be particularly beneficial because retirement plan contributions can reduce your MAGI and thus help you reduce or avoid this 3.8% tax. Keep in mind that, if you have employees, they generally must be allowed to participate in the plan, provided they work enough hours and meet other qualification requirements. Here are a few options that may allow you to make large contributions: